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Financial Advisor
California
San Rafael
OHANA ADVISORS

OHANA ADVISORS

Tel: 415-226-4710 101 Lucas Valley Suite 202 San Rafael, California 94903

About OHANA ADVISORS

OHANA ADVISORS is a San Rafael, California based financial advisory firm with nearly $2,129,244,734 in assets under management and provides investment advisory services for 17 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

158515

Firm SEC#:

801-75431

Assets Under Management:

$2,129,244,734

No. of Clients:

17

No. of Advisors:

12

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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